Rick W. Allen
221
STOCK Act Trades
111
Buys
110
Sells
68
Stocks Traded
$3563K – $10625K
Value Range
2026-08-12
Latest Trade
19 days
Median Filing Lag · 3% late
All Trades
221 transactions, newest first
← swipe to see all columns
| Date | Stock | Action | Amount | Return | vs SPY | Alpha |
|---|---|---|---|---|---|---|
| 2026-08-12 | AVGO Broadcom Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2026-08-12 | ROL Rollins, Inc. Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2026-08-12 | Taiwan Semiconductor | BUY | $1,001 - $15,000 | — | — | — |
| 2026-08-12 | TSM Taiwan Semiconductor Manufacturing Co Ltd | BUY | $1,001 - $15,000 | — | — | — |
| 2026-07-14 | ABT Abbott Laboratories Common Stock oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2026-07-14 | AMD Advanced Micro Devices, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2026-07-14 | AVGO Broadcom Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2026-06-10 | INTU Intuit Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2026-05-08 | ACN Accenture plc Class A Ordinary Shares | SELL | $15,001 - $50,000 | — | — | — |
| 2026-05-08 | AXP American Express Company Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2026-05-08 | Taiwan Semiconductor | BUY | $1,001 - $15,000 | — | — | — |
| 2026-04-16 | ABT Abbott Laboratories Common Stock oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2026-04-16 | INTU Intuit Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2026-04-16 | PG Procter & Gamble Company | SELL | $15,001 - $50,000 | — | — | — |
| 2026-04-16 | SPGI S&P Global Inc. Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2026-04-15 | AMP Ameriprise Financial, Inc. Common Stock | SELL | $50,001 - $100,000 | — | — | — |
| 2026-02-19 | INTU Intuit Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2026-02-19 | KMI Kinder Morgan, Inc. Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2026-02-19 | Taiwan Semiconductor | BUY | $1,001 - $15,000 | — | — | — |
| 2026-02-18 | INTU Intuit Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2026-01-14 | AWK American Water Works Company, Inc. Common Stock | SELL | $50,001 - $100,000 | — | — | — |
| 2026-01-14 | PAYX Paychex, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2026-01-14 | SPGI S&P Global Inc. Common Stock | BUY | $15,001 - $50,000 | — | — | — |
| 2025-12-12 | FERG Ferguson Enterprises Inc. Common Stock | BUY | $15,001 - $50,000 | — | — | — |
| 2025-12-12 | NFLX Netflix, Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-10-10 | CHD Church & Dwight Company, Inc. Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2025-09-12 | ACN Accenture plc Class A Ordinary Shares | SELL | $1,001 - $15,000 | — | — | — |
| 2025-08-19 | ACN Accenture plc Class A Ordinary Shares | SELL | $1,001 - $15,000 | — | — | — |
| 2025-08-19 | ATO Atmos Energy Corporation Common Stock oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2025-07-10 | SCHW Charles Schwab Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2025-06-20 | INTU Intuit Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2025-05-16 | NFLX Netflix, Inc. oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2025-05-16 | TMO Thermo Fisher Scientific Inc Common Stock oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2025-04-11 | TMO Thermo Fisher Scientific Inc Common Stock oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2025-01-17 | AZO AutoZone, Inc. Common Stock | BUY | $15,001 - $50,000 | — | — | — |
| 2024-12-12 | ROL Rollins, Inc. Common Stock | BUY | $15,001 - $50,000 | — | — | — |
| 2024-09-12 | SCHW Charles Schwab Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2024-08-14 | DE Deere & Company Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-07-16 | AZO AutoZone, Inc. Common Stock | BUY | $15,001 - $50,000 | — | — | — |
| 2024-07-16 | JNJ Johnson & Johnson Common Stock oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2024-06-13 | JNJ Johnson & Johnson Common Stock oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2024-05-20 | CTAS Cintas Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2024-05-20 | SBUX Starbucks Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2024-04-09 | AMP Ameriprise Financial, Inc. Common Stock | BUY | $50,001 - $100,000 | — | — | — |
| 2024-01-17 | BLK BlackRock, Inc. Common Stock | SELL | $50,001 - $100,000 | — | — | — |
| 2023-12-21 | ALB Albemarle Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-21 | NEE NextEra Energy, Inc. oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2023-12-14 | SCHW Charles Schwab Corporation | BUY | $50,001 - $100,000 | — | — | — |
| 2023-10-13 | ATVI Activision Blizzard, Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2023-10-13 | ATVI Activision Blizzard, Inc | SELL | $15,001 - $50,000 | — | — | — |
| 2023-10-10 | The Charles Schwab Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2023-08-31 | The Charles Schwab Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2023-05-18 | The Charles Schwab Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2023-04-20 | ATVI Activision Blizzard, Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2023-03-27 | SSB SouthState Corporation | SELL | $100,001 - $250,000 Large | — | — | — |
| 2023-03-14 | ACN Accenture plc Class A Ordinary Shares | SELL | $50,001 - $100,000 | — | — | — |
| 2023-03-14 | PFE Pfizer, Inc. oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2023-03-09 | SSB SouthState Corporation | SELL | $50,001 - $100,000 | — | — | — |
| 2023-01-13 | SSB SouthState Corporation | SELL | $50,001 - $100,000 | — | — | — |
| 2022-08-18 | AMGN Amgen Inc. oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2022-08-18 | CB Chubb Limited | BUY | $15,001 - $50,000 | — | — | — |
| 2022-08-15 | DIS Walt Disney Company oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2022-08-11 | DIS 2000097313 SP Walt Disney Company oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2022-05-05 | SSB SouthState Corporation | SELL | $50,001 - $100,000 | — | — | — |
| 2022-04-04 | SSB SouthState Corporation | SELL | $50,001 - $100,000 | — | — | — |
| 2022-03-14 | DIS Walt Disney Company oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2022-03-10 | TMO Thermo Fisher Scientific Inc oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2022-02-16 | SSB SouthState Corporation | SELL | $50,001 - $100,000 | — | — | — |
| 2022-02-10 | ATVI Activision blizzard, Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2022-02-10 | DIS Walt Disney Company oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2022-02-09 | SSB SouthState Corporation | SELL | $50,001 - $100,000 | — | — | — |
| 2022-01-25 | Putnam ultra Short Duration | SELL | $50,001 - $100,000 | — | — | — |
| 2022-01-25 | Income A (PSDTX) [Ab] $100,000 FIlINg STATuS: New SubHOlDINg OF: Charles Schwab IRA SP Starbucks Corporation (SbuX) | SELL | $15,001 - $50,000 | — | — | — |
| 2022-01-25 | DIS $50,000 FIlINg STATuS: New SubHOlDINg OF: Charles Schwab IRA SP Walt Disney Company oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-25 | SBUX 2000089846 SP Starbucks Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-25 | PSDTX Putnam Ultra Short Duration Income A | SELL | $50,001 - $100,000 | — | — | — |
| 2022-01-25 | SBUX Starbucks Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2022-01-18 | SSB SouthState Corporation | SELL | $50,001 - $100,000 | — | — | — |
| 2022-01-13 | SSB SouthState Corporation | SELL | $50,001 - $100,000 | — | — | — |
| 2022-01-13 | WM Waste Management, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2021-10-22 | PYPL PayPal Holdings, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2021-10-22 | PYPL 2000086463 SP PayPal Holdings, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2021-10-07 | FCX Freeport-McMoRan, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2021-10-04 | FCX 2000086462 SP Freeport-McMoRan, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2021-09-28 | SSB SouthState Corporation | SELL | $100,001 - $250,000 Large | — | — | — |
| 2021-07-15 | PYPL PayPal Holdings, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2021-07-15 | PFE Pfizer, Inc. oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2021-06-15 | DOV 2000086363 SP Dover Corporation | BUY | $15,001+ | — | — | — |
| 2021-06-15 | DOV Dover Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2021-06-09 | SSB SouthState Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2021-05-13 | ACN 2000079936 SP Accenture plc Class A Ordinary Shares | BUY | $50,001 - $100,000 | — | — | — |
| 2021-05-13 | SSB 2000079933 SP South State Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2021-05-04 | ALB 2000079934 SP Albemarle Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2021-05-04 | JNJ 2000079935 SP Johnson & Johnson oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2021-04-12 | TMO 2000078994 SP Thermo Fisher Scientific Inc oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2021-03-10 | CHD 2000077843 SP Church & Dwight Company, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2021-03-10 | MRK 2000077844 SP Merck & Company, Inc. Common Stock oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2021-03-10 | NEE 2000077845 SP NextEra Energy, Inc. oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2021-03-10 | TMO 2000077846 SP Thermo Fisher Scientific Inc oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2021-03-10 | DIS 2000077847 SP Walt Disney Company oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2021-02-26 | DE 2000076735 SP Deere & Company | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-26 | FCX 2000076736 SP Freeport-McMoRan, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-26 | SBUX 2000076737 SP Starbucks Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-18 | SSB 2000076731 SP South State Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2021-02-18 | SSB South State Corp | BUY | $15,001 - $50,000 | — | — | — |
| 2021-02-10 | ALB 2000076738 SP Albemarle Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-10 | DE 2000076732 SP Deere & Company | BUY | $15,001 - $50,000 | — | — | — |
| 2021-02-10 | FCX 2000076733 SP Freeport-McMoRan, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2021-02-10 | PYPL 2000076739 SP PayPal Holdings, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-10 | SSB 2000076734 SP South State Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2021-02-10 | VZ 2000076740 SP Verizon Communications Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2021-02-10 | SSB South State Corp | BUY | $15,001 - $50,000 | — | — | — |
| 2021-01-26 | VZ Verizon Communications Inc. oversees this sector | SELL | $50,001 - $100,000 | — | — | — |
| 2021-01-25 | CHD Church & Dwight Company, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2021-01-25 | KMB Kimberly-Clark Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2021-01-25 | KMB Kimberly-Clark Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2021-01-25 | PYPL PayPal Holdings, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2021-01-25 | TMO Thermo Fisher Scientific Inc oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2021-01-25 | DIS Walt Disney Company oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2021-01-13 | SSB SouthState Corporation | SELL | $50,001 - $100,000 | — | — | — |
| 2020-12-15 | D 2000074180 SP Dominion Energy, Inc. oversees this sector | SELL | $15,001+ | — | — | — |
| 2020-12-15 | D Dominion Energy, Inc. oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2020-11-16 | ABBV AbbVie Inc. oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2020-11-16 | CB Chubb Limited | BUY | $15,001 - $50,000 | — | — | — |
| 2020-11-16 | SSB SouthState Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2020-11-16 | SBUX Starbucks Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2020-09-25 | NEE 2000070841 SP NextEra Energy, Inc. oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2020-07-02 | CB 2000069530 SP Chubb Limited | BUY | $15,001 - $50,000 | — | — | — |
| 2020-07-02 | MRK 2000069531 SP Merck & Company, Inc. Common Stock oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2020-07-02 | SBUX 2000069532 SP Starbucks Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2020-06-16 | DOV Dover Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2020-06-15 | DOV Dover Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2020-05-14 | MMM 2000086356 SP 3M Company oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2020-05-14 | MMM 3M Company oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2020-05-14 | DOV Dover Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2020-05-14 | HD Home Depot, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2020-05-14 | HD 2000086357 SP Home Depot, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2020-05-14 | MAR Marriott International - Class A | BUY | $15,001 - $50,000 | — | — | — |
| 2020-05-12 | ABBV AbbVie Inc. oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2020-04-17 | NEE NextEra Energy, Inc. oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2020-04-17 | PG Procter & Gamble Company | BUY | $15,001 - $50,000 | — | — | — |
| 2020-04-15 | PAYX Paychex, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2020-04-15 | PSX Phillips 66 oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2020-04-15 | SSB SouthState Corporation | SELL | $100,001 - $250,000 Large | — | — | — |
| 2020-04-15 | TFC 2000086358 SP Truist Financial Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2020-04-15 | DIS Walt Disney Company oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2020-03-16 | SSB SouthState Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2020-02-28 | GOOGL 2000068093 SP Alphabet Inc. - Class A | BUY | $15,001 - $50,000 | — | — | — |
| 2020-02-28 | INTU Intuit Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2020-02-28 | SBUX Starbucks Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2020-02-28 | GOOGL Alphabet Inc. - Class A | BUY | $1,001 - $15,000 | — | — | — |
| 2020-02-21 | PSX Phillips 66 oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2020-02-21 | 2000068091 SP Royal Dutch Shell PLC Royal | SELL | $15,001 - $50,000 | — | — | — |
| 2020-02-21 | SSB 2000068092 SP South State Corporation | SELL | $50,001 - $100,000 | — | — | — |
| 2020-02-21 | RDS.B Royal Dutch Shell PlC Royal Dutch Shell PlC American Depositary Shares | SELL | $15,001 - $50,000 | — | — | — |
| 2020-02-20 | WMT Walmart Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2019-12-27 | GOOGL Alphabet Inc. - Class A | BUY | $15,001 - $50,000 | — | — | — |
| 2019-12-27 | SBUX Starbucks Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2019-12-27 | TSS Total System Services Inc | SELL | $15,001 - $50,000 | — | — | — |
| 2019-12-27 | UTX United Technologies Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2019-10-31 | CAE CAE Inc. Ordinary Shares | SELL | $1,001 - $15,000 | — | — | — |
| 2019-10-17 | ACN Accenture plc Class A Ordinary Shares | SELL | $15,001 - $50,000 | — | — | — |
| 2019-10-17 | INTU Intuit Inc. | SELL | $50,001 - $100,000 | — | — | — |
| 2019-10-17 | MAR Marriott International - Class A | SELL | $15,001 - $50,000 | — | — | — |
| 2019-10-02 | JNJ Johnson & Johnson oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2019-09-27 | ABT Abbott Laboratories oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2019-09-27 | ACN Accenture plc Class A Ordinary Shares | BUY | $15,001 - $50,000 | — | — | — |
| 2019-09-27 | AMGN Amgen Inc. oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2019-09-27 | DIS Walt Disney Company oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2019-09-24 | BLK BlackRock, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2019-09-17 | DOV Dover Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2019-09-13 | ABT Abbott Laboratories oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2019-09-12 | SSB SouthState Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2019-09-10 | AMZN Amazon.com, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2019-09-10 | AWK American Water Works Company, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2019-09-10 | COST Costco Wholesale Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2019-09-10 | KMB Kimberly-Clark Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2019-09-10 | SHW Sherwin-Williams Company | BUY | $50,001 - $100,000 | — | — | — |
| 2019-09-10 | SSB SouthState Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2019-08-29 | AMGN Amgen Inc. oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2019-08-29 | INTU Intuit Inc. | BUY | $50,001 - $100,000 | — | — | — |
| 2019-08-29 | Royal Dutch Shell PLC Royal | BUY | $50,001 - $100,000 | — | — | — |
| 2019-08-29 | VZ Verizon Communications Inc. oversees this sector | BUY | $50,001 - $100,000 | — | — | — |
| 2019-08-28 | ACN Accenture plc Class A Ordinary Shares | BUY | $15,001 - $50,000 | — | — | — |
| 2019-08-27 | MSFT Microsoft Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2019-08-27 | PAYX Paychex, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2019-08-22 | MMM 3M Company oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2019-08-22 | MAR Marriott International - Class A | BUY | $15,001 - $50,000 | — | — | — |
| 2019-08-22 | WMT Walmart Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2019-06-19 | MMM 3M Company oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2019-06-19 | BBT BB&T Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2019-06-07 | KMB Kimberly-Clark Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2019-05-22 | SSB SouthState Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2019-05-17 | MMM 3M Company oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2019-05-15 | DOV Dover Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2019-04-11 | CCL Carnival Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2019-04-09 | CAE CAE Inc. Ordinary Shares | BUY | $1,001 - $15,000 | — | — | — |
| 2019-04-09 | FDX FedEx Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2019-02-07 | SSB SouthState Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2019-01-25 | UTX United Technologies Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2018-11-20 | TE Connectivity Ltd. New | SELL | $1,001 - $15,000 | — | — | — |
| 2018-06-28 | WMT Walmart Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2018-06-07 | BAYZF Bayer AG Ordinary Shares | SELL | $1,001 - $15,000 | — | — | — |
| 2018-05-23 | PAYX Paychex, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2018-05-23 | WMT Walmart Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2018-04-27 | BBT BB&T Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2018-04-11 | DOV Dover Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2018-02-07 | CI The Cigna Group | SELL | $15,001 - $50,000 | — | — | — |
| 2018-01-29 | CCL Carnival Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2018-01-29 | PG Procter & Gamble Company | SELL | $1,001 - $15,000 | — | — | — |
| 2018-01-25 | WMT Walmart Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2017-11-30 | MRK Merck & Company, Inc. Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2017-11-30 | TE Connectivity Ltd. New | BUY | $1,001 - $15,000 | — | — | — |
| 2017-11-30 | DIS Walt Disney Company oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2017-05-16 | FDX FedEx Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2017-05-16 | GE General Electric Company | SELL | $1,001 - $15,000 | — | — | — |
| 2017-04-27 | COST Costco Wholesale Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2017-04-27 | XOM Exxon Mobil Corporation oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2017-03-23 | BBT BB&T Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2017-03-23 | BBT BB&T Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2017-02-13 | O Realty Income Corporation | SELL | $15,001 - $50,000 | — | — | — |
Most Traded Stocks
Tickers Rick trades most
SSB
SouthState Corporation
25 trades
▲ 2
▼ 23
Taiwan Semiconductor
12 trades
▲ 8
▼ 4
DIS
Walt Disney Company
10 trades
▲ 5
▼ 5
ACN
Accenture plc Class A Ordinary Shares
8 trades
▲ 3
▼ 5
DOV
2000086363 SP Dover Corporation
8 trades
▲ 6
▼ 2
INTU
Intuit Inc.
8 trades
▲ 3
▼ 5
SBUX
Starbucks Corporation
8 trades
▲ 4
▼ 4
TMO
Thermo Fisher Scientific Inc Common Stock
6 trades
▲ 3
▼ 3
MMM
2000086356 SP 3M Company
5 trades
▲ 2
▼ 3
PYPL
PayPal Holdings, Inc.
5 trades
▲ 3
▼ 2
WMT
Walmart Inc
5 trades
▲ 4
▼ 1
ABT
Abbott Laboratories Common Stock
4 trades
▲ 2
▼ 2
ATVI
Activision Blizzard, Inc
4 trades
▲ 2
▼ 2
BBT
BB&T Corporation
4 trades
▼ 4
FCX
Freeport-McMoRan, Inc.
4 trades
▲ 2
▼ 2
JNJ
Johnson & Johnson Common Stock
4 trades
▲ 2
▼ 2
KMB
Kimberly-Clark Corporation
4 trades
▲ 2
▼ 2
NEE
NextEra Energy, Inc.
4 trades
▲ 3
▼ 1
PAYX
Paychex, Inc.
4 trades
▲ 2
▼ 2
ALB
Albemarle Corporation
3 trades
▲ 2
▼ 1
AMGN
Amgen Inc.
3 trades
▲ 3
CB
Chubb Limited
3 trades
▲ 3
CHD
Church & Dwight Company, Inc. Common Stock
3 trades
▲ 1
▼ 2
DE
Deere & Company Common Stock
3 trades
▲ 2
▼ 1
GOOGL
2000068093 SP Alphabet Inc. - Class A
3 trades
▲ 3
MAR
Marriott International - Class A
3 trades
▲ 2
▼ 1
MRK
2000077844 SP Merck & Company, Inc. Common Stock
3 trades
▲ 1
▼ 2
PG
Procter & Gamble Company
3 trades
▲ 1
▼ 2
SCHW
Charles Schwab Corporation
3 trades
▲ 2
▼ 1
VZ
2000076740 SP Verizon Communications Inc.
3 trades
▲ 1
▼ 2
ABBV
AbbVie Inc.
2 trades
▲ 2
AMP
Ameriprise Financial, Inc. Common Stock
2 trades
▲ 1
▼ 1
AVGO
Broadcom Inc.
2 trades
▲ 2
AWK
American Water Works Company, Inc. Common Stock
2 trades
▲ 1
▼ 1
AZO
AutoZone, Inc. Common Stock
2 trades
▲ 2
BLK
BlackRock, Inc. Common Stock
2 trades
▲ 1
▼ 1
CAE
CAE Inc. Ordinary Shares
2 trades
▲ 1
▼ 1
CCL
Carnival Corporation
2 trades
▲ 1
▼ 1
COST
Costco Wholesale Corporation
2 trades
▲ 2
D
2000074180 SP Dominion Energy, Inc.
2 trades
▼ 2
FDX
FedEx Corporation
2 trades
▲ 1
▼ 1
HD
Home Depot, Inc.
2 trades
▲ 2
NFLX
Netflix, Inc.
2 trades
▲ 1
▼ 1
PFE
Pfizer, Inc.
2 trades
▲ 1
▼ 1
PSX
Phillips 66
2 trades
▲ 1
▼ 1
ROL
Rollins, Inc. Common Stock
2 trades
▲ 1
▼ 1
SPGI
S&P Global Inc. Common Stock
2 trades
▲ 1
▼ 1
UTX
United Technologies Corporation
2 trades
▼ 2
AMD
Advanced Micro Devices, Inc.
1 trade
▲ 1
AMZN
Amazon.com, Inc.
1 trade
▲ 1
ATO
Atmos Energy Corporation Common Stock
1 trade
▲ 1
AXP
American Express Company Common Stock
1 trade
▲ 1
BAYZF
Bayer AG Ordinary Shares
1 trade
▼ 1
CI
The Cigna Group
1 trade
▼ 1
CTAS
Cintas Corporation
1 trade
▲ 1
FERG
Ferguson Enterprises Inc. Common Stock
1 trade
▲ 1
GE
General Electric Company
1 trade
▼ 1
KMI
Kinder Morgan, Inc. Common Stock
1 trade
▲ 1
MSFT
Microsoft Corporation
1 trade
▲ 1
O
Realty Income Corporation
1 trade
▼ 1
PSDTX
Putnam Ultra Short Duration Income A
1 trade
▼ 1
RDS.B
Royal Dutch Shell PlC Royal Dutch Shell PlC American Depositary Shares
1 trade
▼ 1
SHW
Sherwin-Williams Company
1 trade
▲ 1
TFC
2000086358 SP Truist Financial Corporation
1 trade
▼ 1
TSM
Taiwan Semiconductor Manufacturing Co Ltd
1 trade
▲ 1
TSS
Total System Services Inc
1 trade
▼ 1
WM
Waste Management, Inc.
1 trade
▲ 1
XOM
Exxon Mobil Corporation
1 trade
▼ 1
Trade timeline
Buy
Sell
Dot size = disclosed trade amount
← swipe the chart to see the whole period
Positions they finished
1 time
Rick bought a stock and later sold the same stock,
with both dates disclosed. 0 of the
1 beat the S&P 500 over the identical days.
-31.7pp
vs the S&P over the same days
Bought
The 273 days they held it
Sold
SCHW moved -12.0% while the S&P did +19.7%. Disclosed as $50,001 - $100,000 bought, $15,001 - $50,000 sold — which is why this is a price move and not a profit.
32.9%
Across every member we can measure, most completed positions lost to the index.
167 of 508 closed round trips by
47 members beat the S&P 500 over their own holding periods —
32.9%, against the
50% you would get from chance. The median one
finished -4.4 percentage points behind
the index after 95 days. That is the opposite of what
congressional trade-tracking usually implies, and it is what these
disclosures actually show once the positions are closed.
What this is not: a profit.
The STOCK Act discloses an amount band, never a share count. A member who
bought in the $50,001–$100,000 band and sold in the $15,001–$50,000 band
might have trimmed the position or might have watched it fall — nothing in the
filing tells the two apart. So every figure here is the movement in the share
price between two disclosed dates, next to what the S&P 500 did over exactly
those days.
Only completed positions appear — one purchase, one sale, in
that order. A stock bought twice, or sold before any purchase we hold, has no
single cost basis we can honestly describe and is left out. Prices are
adjusted closes, which account for splits and dividends; that is what makes
the comparison with the index like for like, and it is why a price shown here
can differ from what the stock traded at on the day.
Committees
What Rick helps oversee in Congress — and 55 disclosed trades in those sectors
House Committee on Education and Workforce
House Committee on Energy and Commerce
A flagged trade means this member traded a company in a sector one of their committees oversees. It is drawn from public committee rosters and public disclosures, and it is not an allegation of wrongdoing — trading in an overseen sector is legal, and members do not necessarily direct their own trades.
⚠ Disclaimer: Congressional trading data from public STOCK Act disclosures. Trades may be filed up to 45 days after the transaction. This does not constitute evidence of insider trading or any improper activity. Not financial advice.
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